Back to HE
Sowell Financial Services LLC → HE
Sowell Financial Services LLC HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
5
Latest value
$128K
Q3 2026
Peak value
$167K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $128K |
| Q1 2026 | $167K |
| Q2 2026 | $149K |
| Q3 2026 | $128K |
| Q3 2026 | $128K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $128K | 14.4K | — | — |
| Q3 2026 | $128K | 14.4K | — | — |
| Q2 2026 | $149K | 11.0K | — | — |
| Q1 2026 | $167K | 11.2K | — | — |
| Q4 2025 | $128K | 10.4K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M